Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 51 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Investment Mgmt Fees | $26,376 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 51 · EIN 34-1542819 1 N JEFFERSON AVE H0006-08R · SAINT LOUIS, MO 631032205 | Investment Mgmt Fees | $11,945 |
THE JOSEPH GROUP LLC1 year Filed as: THE JOSEPH GROUP CAPITAL MANAGEMENT Service code 51 · EIN 36-4729550 605 SOUTH FRONT ST. · COLOMBUS, OH 43215 | Investment Mgmt Fees | $7,981 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.